Vest Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.3M | Sell |
189,155
-18,349
| -9% | -$5.36M | 0.78% | 54 |
|
|
2025
Q1 | $64.8M | Buy |
207,504
+13,549
| +7% | +$4.23M | 1.01% | 16 |
|
|
2024
Q4 | $56.2M | Sell |
193,955
-367
| -0.2% | -$106K | 1% | 25 |
|
|
2024
Q3 | $59.2M | Buy |
194,322
+32,456
| +20% | +$9.88M | 1.14% | 9 |
|
|
2024
Q2 | $41.2M | Buy |
161,866
+36,984
| +30% | +$9.43M | 0.99% | 52 |
|
|
2024
Q1 | $35.2M | Buy |
124,882
+20,796
| +20% | +$5.86M | 0.93% | 65 |
|
|
2023
Q4 | $30.9M | Buy |
104,086
+27,581
| +36% | +$8.18M | 1.15% | 29 |
|
|
2023
Q3 | $20.2M | Buy |
76,505
+35,234
| +85% | +$9.28M | 1.1% | 41 |
|
|
2023
Q2 | $12.2M | Buy |
41,271
+3,706
| +10% | +$1.09M | 1.14% | 37 |
|
|
2023
Q1 | $10.5M | Buy |
37,565
+1,769
| +5% | +$495K | 1.43% | 23 |
|
|
2022
Q4 | $9.43M | Buy |
35,796
+48
| +0.1% | +$12.6K | 1.47% | 43 |
|
|
2022
Q3 | $8.25M | Sell |
35,748
-1,978
| -5% | -$456K | 1.56% | 30 |
|
|
2022
Q2 | $9.52M | Buy |
37,726
+4,474
| +13% | +$1.13M | 1.73% | 7 |
|
|
2022
Q1 | $8.22M | Buy |
33,252
+4,733
| +17% | +$1.17M | 1.49% | 37 |
|
|
2021
Q4 | $7.65M | Buy |
28,519
+6,835
| +32% | +$1.83M | 1.66% | 11 |
|
|
2021
Q3 | $5.23M | Buy |
21,684
+4,467
| +26% | +$1.08M | 1.59% | 20 |
|
|
2021
Q2 | $3.98M | Buy |
17,217
+5,445
| +46% | +$1.26M | 1.51% | 40 |
|
|
2021
Q1 | $2.64M | Buy |
11,772
+2,296
| +24% | +$515K | 1.51% | 38 |
|
|
2020
Q4 | $2.03M | Buy |
+9,476
| New | +$2.03M | 1.36% | 61 |
|